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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1051
Binnacle Investments
Iowa
$26.4K +$26.8K +48 New
AWM
1052
Activest Wealth Management
Florida
$26.4K +$2.23K +4 +9%
BAM
1053
Bellevue Asset Management
Washington
$24.2K – – –
KFI
1054
Key Financial Inc
Pennsylvania
$23.1K +$15.1K +27 +180%
CVM
1055
Cheviot Value Management
California
$22.3K +$19.6K +35 New
CCC
1056
Chelsea Counsel Company
California
$22K – – –
PK
1057
Pflug Koory
Nebraska
$22K – – –
OAJ
1058
Ogorek Anthony Joseph
New York
$22K – – –
EB
1059
Eastern Bank
Massachusetts
$20.9K – – –
LWCFA
1060
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.7K – – –
CFFP
1061
Center for Financial Planning
Michigan
$20.4K – – –
KPP
1062
Kings Path Partners
Texas
$19.8K – – –
SHF
1063
Safe Harbor Fiduciary
Florida
$18.2K – – –
AAG
1064
Armstrong Advisory Group
Massachusetts
$16.6K – – –
NEWAS
1065
N.E.W. Advisory Services
Wisconsin
$16.5K +$16.8K +30 New
FFA
1066
Frazier Financial Advisors
Ohio
$16.2K -$11.2K -20 -40%
DWM
1067
Dogwood Wealth Management
Kansas
$16K +$16.2K +29 New
DIP
1068
DT Investment Partners
Pennsylvania
$15.4K – – –
JWA
1069
JFS Wealth Advisors
Pennsylvania
$15.4K +$559 +1 +4%
TWD
1070
True Wealth Design
Ohio
$14.9K +$8.38K +15 +125%
MWA
1071
Medallion Wealth Advisors
Connecticut
$14.3K -$3.35K -6 -19%
BLC
1072
Brown, Lisle/Cummings
Rhode Island
$14.3K -$13.4K -24 -48%
NWM
1073
Nova Wealth Management
Florida
$14.3K – – –
CAL
1074
Capital Analysts LLC
Pennsylvania
$14K – – –
AFG
1075
Albion Financial Group
Utah
$13.8K – – –
41 42
43
44 45